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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
2751
Frank Rimerman Advisors
California
$492K – – –
AIIMS
2752
Analyst IMS Investment Management Services
Israel
$491K -$54K -375 -10%
AWA
2753
AmeriServ Wealth Advisors
Pennsylvania
$491K – – –
FA
2754
Forefront Analytics
Pennsylvania
$491K +$3.17K +22 +0.7%
BWA
2755
Bordeaux Wealth Advisors
California
$490K -$2.01K -14 -0.4%
WFM
2756
Wolff Financial Management
Michigan
$489K – – –
NFP
2757
Novak Financial Planning
Maryland
$488K +$1.58K +11 +0.3%
PI
2758
Parkside Investments
Illinois
$485K -$3.8M -26,425 -89%
CM
2759
Columbus Macro
Pennsylvania
$483K -$156K -1,086 -26%
ACP
2760
Aveo Capital Partners
Colorado
$483K +$457K +3,175 New
DACG
2761
Donor Advised Charitable Giving
California
$480K – – –
WFWM
2762
Wechter Feldman Wealth Management
New Jersey
$480K – – –
BFS
2763
Bickling Financial Services
Massachusetts
$480K +$175K +1,218 +63%
PAG
2764
Pinnacle Advisory Group
Maryland
$479K +$453K +3,147 New
TA
2765
TrueWealth Advisors
Alabama
$478K +$87K +605 +23%
IGGA
2766
Iron Gate Global Advisors
Utah
$476K -$9.21K -64 -2%
MAG
2767
MRA Advisory Group
New Jersey
$476K -$4.89K -34 -1%
RIS
2768
Retirement Income Solutions
Michigan
$476K -$1.87K -13 -0.4%
MWM
2769
Mascoma Wealth Management
New Hampshire
$476K +$17.4K +121 +4%
LRIA
2770
Leonard Rickey Investment Advisors
Washington
$475K +$21.9K +152 +5%
OFA
2771
Oak Family Advisors
Illinois
$474K +$39.3K +273 +10%
IFO
2772
Independent Family Office
New York
$473K -$64.5K -448 -14%
AP
2773
Adero Partners
California
$471K +$204K +1,420 +85%
CAM
2774
Claret Asset Management
Quebec, Canada
$470K -$96.1K -668 -18%
SCM
2775
Stevens Capital Management
Pennsylvania
$470K +$444K +3,088 New
109 110
111
112 113